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‘Valuations are extreme’: JSS multi-asset outperformer

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J Safra Sarasin multi-asset fund manager Serge Alarcon has earned a Citywire + rating for strong risk-adjusted performance over the last three years. However, his funds’ equal weighting approach has limited their returns this year, as the large-cap ‘Magnificent 7’ stocks drove a high proportion of gains in global equity…

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